Jdh Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Jdh Wealth Management, LLC
- $131 Billion
- Q2 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 21,393 shares of DFSD stock, worth $1.03 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
21,393
Previous 14,571
46.82%
Holding current value
$1.03 Million
Previous $692 Million
48.33%
% of portfolio
0.79%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
363Shares Held
74.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio